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SPDR SSGA Multi-Asset Real Return ETF
RLY

Overview Fund Activity

115 hedge funds and large institutions have $447M invested in SPDR SSGA Multi-Asset Real Return ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
17
Increased
48
Reduced
38
Closed
8
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$510K

Top Buyers

1
SC
Savant Capital
Illinois
+$26.2M
2
Morgan Stanley
Morgan Stanley
New York
+$6.16M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.15M
4
RL
Retireful LLC
Michigan
+$2.3M
5
IF
Intrua Financial
Texas
+$2.15M

Top Sellers

1
VWA
Visionary Wealth Advisors
Illinois
-$7.06M
2
Jane Street
Jane Street
New York
-$2.77M
3
LFG
Larson Financial Group
Missouri
-$2.26M
4
GWM
Geneos Wealth Management
Colorado
-$1.95M
5
LPL Financial
LPL Financial
California
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$3.09M -$7.06M -242,657 -70%
GWM
27
Geneos Wealth Management
Colorado
$2.97M -$1.95M -67,203 -40%
MWM
28
MBE Wealth Management
Wisconsin
$2.52M +$2.68K +92 +0.1%
AWM
29
Apollon Wealth Management
South Carolina
$2.34M -$11.5K -394 -0.5%
RL
30
Retireful LLC
Michigan
$2.3M +$2.3M +79,011 New
RIA
31
Regal Investment Advisors
Michigan
$2.28M -$75.4K -2,593 -3%
UBS Group
32
UBS Group
Switzerland
$2.26M -$1.71M -58,828 -43%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.16M +$1.28M +44,003 +145%
AI
34
Atria Investments
North Carolina
$2.01M +$56.2K +1,932 +3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.81M +$218K +7,495 +14%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.57M -$361K -12,235 -19%
CAAM
37
Cornerstone Advisors Asset Management
Pennsylvania
$1.56M +$9.11K +313 +0.6%
IIM
38
Illumine Investment Management
Washington
$1.53M +$20.8K +715 +1%
TPWM
39
Twelve Points Wealth Management
Massachusetts
$1.47M +$37K +1,273 +3%
MTC
40
Matrix Trust Company
Colorado
$1.4M -$68.2K -2,344 -5%
KW
41
KWB Wealth
California
$1.31M +$1.31M +45,733 New
HS
42
Horan Securities
United States
$1.25M -$53.7K -1,845 -4%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.21M +$617K +21,215 +104%
SC
44
Scotia Capital
Ontario, Canada
$1.17M -$43.1K -1,483 -4%
RFA
45
Register Financial Advisors
Georgia
$1.16M +$66.5K +2,287 +6%
IFO
46
Independent Family Office
New York
$1.15M -$78.1K -2,685 -6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.11M +$451K +15,490 +68%
CFP
48
Catalyst Financial Partners
Massachusetts
$1.1M +$220K +7,548 +25%
UAG
49
United Advisor Group
Ohio
$1.02M +$252K +8,651 +33%
CBA
50
Coastal Bridge Advisors
Connecticut
$1.02M +$592K +20,357 +140%
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